KLA Corp. backs Q3 adjusted EPS view $9.08 +/- 78c, consensus $9.16

Backs Q3 revenue $3.35B +/- $150M view, consensus $3.37B.”KLA’s 2026 Investor Day comes at an exciting time and provides us with an opportunity to explain how KLA is uniquely positioned to continue to benefit from the current semiconductor and AI growth trends,” said Rick Wallace, president and CEO. “KLA’s industry leading process control systems and services businesses are key enablers of the AI ecosystem and remain on track to continue to deliver sustainable market outperformance over the next several years. Investor Day provides more opportunity to review in detail our strategies to sustain our market leadership across the foundry/logic, memory, and advanced packaging markets. In addition, today’s announcement of the 17th consecutive increase in our quarterly dividend and a new supplemental $7 billion share repurchase authorization reinforces our confidence in the current business environment, the growing relevance of KLA in semiconductor manufacturing and our longstanding commitment to disciplined capital allocation.”